DairyTalk 325: Global Conflict, Local Margins: Why Fertilizer Costs Matter More Than Diesel for Dairy Farms - by Helmut Demmelhuber

This podcast episode draws on a technical article examining how
geopolitical tensions in the Middle East could affect dairy farm
profitability. The analysis focuses on the potential impact of
disruptions in the Strait of Hormuz and the resulting surge in
energy and fertilizer prices. While diesel costs often receive
the most attention, the article highlights nitrogen and sulfur
fertilizers as the larger economic risk because they directly
increase feed production costs. Even farms that grow their own
forage face rising opportunity costs and expensive inputs. The
underlying analysis outlines a structured 30/90/365-day framework
to help dairy businesses evaluate financial indicators and
prepare strategic responses to prolonged market shocks. With
comments on a "The Bullvine"-article (March 9th, 2026) by Andrew
Hunt: https://www.thebullvine.com